ENGAGE
STUDENT
CONSULTANTS

ENGAGE STUDENT CONSULTANTS

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New Client Intake Form

Company Overview

Company Name

Company Size (revenues):

Brief Company Description

• In your description, please explain (1) the industry in which the organization / company operates; (2) the value proposition including some information about how it differentiates itself from its competitors; (3) and key threats and opportunities the organization / company is likely to face in the next 2 to 5 years; and (4) the impact your organization has on customers, clients, funders, beneficiaries, etc.

What is the Strategic Issue or Opportunity (Project Overview)?

• Your organization, like most, faces different challenges and opportunities; not all of these are strategic. The best Experiential Learning Projects allow students to work on strategic issues, i.e. projects that deal with issues that directly influence the organization’s bottom line (financial/non-financial). The projects that meet the bar, must (1) allow students to evaluate different options, (2) make a recommendation to the organization about what decision they should make and how that decision will add value, (3) and provide the organization with an implementation plan to realize that value. Please describe your strategic issue accordingly.

Please do your best to select the software or technology tools that your company is currently using?

Please select any that you are aware of by clicking CRTL to select multiple tools

Other

Do you have data that you wish to be analyzed by your student consultant? If so, please describe the data (type, size & relevant details).

Are there digital practices you are interested in implementing or improving? If so, please provide examples.

Website

Industry/Sector

Number of Employees (approximately)

Year Founded

City and Province/State/Country of Company Headquarters

Key Contact Information

Key Contact's Name

Title

Phone Number

Email Address

Client Commitment

Names of employees and members of management team available to student team:

Our firm was sought out by a student team

YesNo

If Yes, please tell us:

Student Contact Name

Student Email Address

Student's team member (if known)

Program student is enrolled in (HBA, MBA)

If No, please tell us:

Where did you hear about us:

Have you been a client in years past

Do you have a preference in terms of student program level? If so, please select:

I understand that the students will need data and reports from the company. I commit to making these available to the student team and understand that the team members, faculty supervisor and assigned Executive-in-Residence are willing to sign the necessary NDAs.

Please check to indicate your agreement

I understand that after reviewing this form, I may need to provide additional information before becoming an approved client.

Please check to indicate your agreement

I understand that the details I submit on this form will be shared with student teams for the purposes of matching my project with a team.

Please check to indicate your agreement

Please type your name to indicate your agreement with the above statements.

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